Mutual Funds
Stay on top of mutual fund news, including in-depth articles and analysis on stock, bond and balanced funds, as well as target date funds and more.
JPMorgan Says U.S. Probing Asset Unit in Sale of Own Funds
By Neil Weinberg, Hugh Son, BloombergThe SEC and other groups are looking at the bank's use of proprietary products in its wealth management business.
May 06, 2015
Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 1: U.S. Large Cap BlendMost articles written on active management vs. passive indexing rarely provide precise apples to apples comparisons, much less an all-institutional dialogue about true data.
May 05, 2015
In land of negative yields, junk bonds are the haven assetsMoney is pouring into exchange-traded funds that buy speculative-grade debt, traditionally the riskiest of fixed-income assets.
May 04, 2015
Beating Buy and Hold: A Thinking Man’s Guide to Market TimingInvestors have heard for ages that tactical strategies are a fool's errand. But the results of these high-caliber market timers speak for themselves.
May 04, 2015
TDF Returns in Focus: MorningstarMorningstar has issued its 2015 Target-Date Fund Landscape Report, which shows that asset-weighted average investor returns of target-date funds are 1.1…
May 04, 2015
Lipper Names Top Fund GroupsThomson Reuters has named the winners of the Lipper U.S. Fund Awards for 2015. The select group of fund families was recognized recently at a ceremony…
May 04, 2015
Buffett says he’d short 30-year bonds if it could be done easilyBuffett joined the choir of prominent investors warning that buyers will get hurt when interest rates rise.
May 04, 2015
Bill Gross Warns Investors: ‘Get Down Off This Peak’The Janus Funds manager is warning that the Himalayan heights investors have scaled over a 35-year bull market leave no more room to climb.